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Upcoming Webinars

Our Professionals​

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Topic: How to Avoid Three Major Threats to Your Retirement

Date: TBD

Location: Zoom Meeting

Description: Three major threats to your family’s financial future are (1) disability during your working years; (2) dying before you’ve saved enough for your family’s “nest egg”; and (3) high taxes and market volatility during retirement. In this 30-minute session, we will learn how to control the consequences of these uncontrollable events.

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Host:

Jacob Hartz, J.D.

Jacob Hartz joined NFP Insurance Solutions as Director in 2020. He is responsible for working with both corporate and high net worth individual clients of the firm. Jacob specializes in providing his individual clients with integrated estate planning and insurance solutions. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.


Prior to joining NFP Insurance Solutions, Jacob was at Lenox Advisors, a comprehensive financial planning and wealth management firm; and GVW Group LLC, a family office-owned private holding company. Jacob received his B.A. in Classics and French from Yeshiva University. He went on to receive his J.D. from the Benjamin N. Cardozo Law School, where he studied estate planning and taxation.


Jacob resides in Chicago’s Lakeview neighborhood with his wife and children. He is a board member of the Jewish National Fund and the America Israel Chamber of Commerce. During his free time, he enjoys playing racquet sports and spending his time with his family.

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Insurance services provided by SBSI, Inc.

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Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

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This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. 

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